GAN

Pure Pure is scheduled to report the results of its fiscal Q2 on Wednesday, 8/25. I rarely try to handicap quarterly earnings-to do so requires information I simply do not possess. We have about a 4.5% weighting in the name; we started the position more than 2 years ago, and it has appreciated just 20%…

To access this post, you must subscribe.

Read More

After the market closed today, Wednesday July 7,2021 Gan announced a very substantial upside in terms of its quarterly operating performance. Specifically, the company is indicating that revenues for the quarter were $35 million for the quarter. This compares to prior expectations for the period of $24 million. Further, the company provided a full year…

To access this post, you must subscribe.

Read More

Many readers will have noted the rapid appreciation of Upstart shares last week. The shares rose by just less than 50% in the last 5 days. I have considered what to do next. While part of the reason for Upstart’s performance is that the shares should have appreciated and not fallen when earnings were released,…

To access this post, you must subscribe.

Read More

We took a starter position in the shares of GAN a few weeks ago. Until this week, the shares had held up quite well, and had avoided the sector rotation that started in the middle-of February. This past week, the shares imploded and were down by 28%, climaxed by a fall of 13.5% on Friday…

To access this post, you must subscribe.

Read More
{"cart_token":"","hash":"","cart_data":""}